Portfolio Services

Achieve More Value While Managing Risks for Your Portfolio Companies

Whether you are looking for a trusted adviser with specialized industry expertise for your portfolio companies, are seeking operational improvement through cost reduction or revenue-enhancement strategies, or wish to more effectively manage risks across your portfolio, Crowe Horwath LLP offers practical portfolio solutions.

Performance services

Crowe provides practical solutions that help companies reduce operational costs, improve efficiencies, and increase revenue. Our portfolio performance services include:


Tax services

In addition to tax compliance, we help private equity firms and their portfolio companies identify areas with above-the-line impact for quick results, strategies to help improve earnings before interest, taxes, depreciation, and amortization (EBITDA), and methods to increase cash flow and mitigate risk. Crowe’s comprehensive tax services include


Advisory services

Whether you are looking to achieve value and growth from acquisitions, evaluate restructuring, or gain high-level analysis for a financial or legal matter, we have a full suite of advisory services:


Audit services

Crowe provides a senior-level professional who specializes in portfolio companies and is your single point of contact to serve you effectively. Crowe’s high-quality, timely, and comprehensive audit services include:


Risk services

As private equity firms add or exit portfolio company investments, they must consider and address many risks, including ensuring internal controls, minimizing fraud, maintaining security and privacy, and avoiding catastrophic risk or reputation issues. We can help your portfolio companies with the following:


As one of only ten accounting firms in the United States subject to an annual inspection by the Public Company Accounting Oversight Board (PCAOB), Crowe maintains an infrastructure to provide audit quality standards and independence controls.


SOX 404: Section 404 of the Sarbanes-Oxley Act of 2002

Contact Us
John Kurkowski
Managing Partner, Private Equity Services